Family is who we are. Have you ever thought of traditional legacy planning? This is the type of planning in our life to ensure that there are financial resources and a set plan to leave our loved ones. The objective is, the best legacy plans focus on here and now. Ask yourself: how have you…

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As the year comes to an end, its about time to start thinking about your taxes. Taxes are a burden but take advantage of the opportunities to learn some tax-saving tactics. This will not only help you personally but help your business. Taxes are complex and every changing so it’s a good idea to reach…

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You never know what life will throw at you. Your documents may be unsafe where they are. Will your documents survive a flood or fire? Not only do your documents need to be safe, but they also need to be updated and organized. We can help you! Digital versus paper We all have a safe…

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Worried about your kids’ financial future? Here are some tips on leaving inheritance and how to do it the right and safest way. You may be reluctant to have estate conversations with your kids and family members, but they need to be had when it is concerning other’s futures. It is a tricky topic, but…

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During this past year and a half, I think we can all agree that we have been infected with the “post-quarantine” awkwardness of getting out and waking up your social life again. There has been an increased rate of depression, anxiety, loneliness, and poorly taken care of relationships all resulting of the aftermath of the…

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Around this time is the opening of enrollment of Medicare. It is important to understand if you are getting the best ‘bang for your buck’! It may be time for a revaluation of your particular needs. Here are some key tips to keep in mind this upcoming season. Past needs compared to present needs. How…

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